Sign In
Export Event

Title

A 360 Degree Analysis of Smart Beta

Event Description

The old paradigm of passive versus active has become obsolete, proponents of passive management win on lower fees, while proponents of active management see indexing as settling for a tie.  The past ten years has brought about a development of new, rules based, non-market cap weighted strategies that seek to exploit investment factors that can drive returns.  These factor based strategies are being marketed under the Smart Beta moniker and have raised over $500 billion in assets according to Morningstar.  

This presentation will seek to define Smart Beta, classify the factors that drive investment returns, critique the risks of Smart Beta to investors, and discuss implementation techniques.  

Kevin Yousif, CFA - Bio

Event Type

Society; Educational

Education Topic

Portfolio Management

Start Time

3/24/2016 4:00 PM

End Time

3/24/2016 6:00 PM

City

Madison

State/Province

Wisconsin

Event Country

USA

Event Region

Americas

Location Info

​The Madison Club
5 East Wilson Street
Madison, WI  53703

Speaker

Kevin Yousif, CFA

CE Credits

1 credit

SER Credit

N/A

Currency

USD

Member Price

No Charge

Non-Member Price

$20

Candidate Price

$15 / University Student - $10

Registration

Registration has closed.

All Day Event

 

Recurrence

 

Event Link

 

Event Link Leads To New Tab

 

Event Short Info

 

Attachments

Content Type: MyCFA Custom Calendar
Created at 2/21/2016 4:06 PM by bmatthias@adminproserv.com
Last modified at 3/23/2016 5:42 PM by bmatthias@adminproserv.com